Ownership history in Bond & Devick Financial Network, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in ISHARES TR (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 95,728 | +6,719 | +7.5% | 2.59% | $9.2M | $95.57 |
| 2025 Q3 | ADDED | 89,009 | +11,326 | +14.6% | 2.58% | $8.6M | $94.69 |
| 2025 Q2 | ADDED | 77,683 | +1,462 | +1.9% | 2.47% | $7.4M | $93.10 |
| 2025 Q1 | ADDED | 76,221 | +45,474 | +147.9% | 2.64% | $7.3M | $91.82 |
| 2024 Q4 | UNCHANGED | 30,747 | — | 0% | 1.29% | $3.0M | $88.47 |
| 2024 Q3 | ADDED | 30,747 | +26,466 | +618.2% | 1.29% | $3.0M | $92.74 |
| 2024 Q2 | ADDED | 4,281 | +842 | +24.5% | 0.21% | $401K | $87.72 |
| 2024 Q1 | REDUCED | 3,439 | -1,269 | -27.0% | 0.18% | $326K | $87.88 |
| 2023 Q4 | ADDED | 4,708 | +1,148 | +32.2% | 0.26% | $454K | $89.03 |
| 2023 Q3 | REDUCED | 3,560 | -537 | -13.1% | 0.21% | $326K | $83.67 |
As of 2025 Q4 — sorted by position size